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Jan 18, 2013
01/13
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knows that the customer's always right but seems to have the wrong customers, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will get better or somehow do they just know it? and if they do know things will get better, please tell me how. i certainly believe in hope. in the end, if you're investing, i say hope should be part of the equation. you can hope that the ravens beat the belichicks and bradys and sunday, we need more facts to get more bullish from here. and the sooner we get them, the more positive i'll feel about the stocks after the run they've had. stay with cramer. >>> keep up with cramer all day long. follow @jimcramer on twitter and tweet your questions #madtweets. ♪ [ male announcer ] how do you make 70,000 trades
knows that the customer's always right but seems to have the wrong customers, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will...
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Jan 24, 2013
01/13
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CNBC
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samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big phone companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a virtuous circle became a vicious cycle down, chart became your enemy and that means the same people who had raised their price targets on the way up are now busy cutting them on the way down. and there'll be many, many more heard from tomorrow morning. sellers have been taking profits or losses, frankly, if they bought it too high either because they're trying to follow the discipline of not turning a gain into a loss, that's what i did for my charitable trust, follow along. we cut our position in half so we could play with the house's money. still stings, though, but you might have been a seller at the
samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big phone companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a virtuous circle became a vicious cycle down, chart...
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Jan 14, 2013
01/13
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apple has been losing share to others, samsung in the smartphone business. apple does support al market cap, talking about having a large numbers law against you. then two things happened this weekend that crystallized by concern about this company that i think is perfect and loved so much, all in a 24-hour period. my eldest daughter texted me to ask me if i knew anyone at apple because she hated the new version of i tunes. i said i didn't like it either. she texted back that none of her friends like it. she said it stimpbs. then i went to the verizon store and my tech guy who knows how much i like apple said apple is going down the wrong path, charging more for a product that is not superior to samsung's phone with google software, of course, and na many ways the samsung phone was superior. i was stunned. so that night when i saw my daughter for dinner i mentioned this interchange and unleashed a barrage of anti-apple, everything from how they can careless about anyone that owned old products he a different colors because they were the virtual fashion acces
apple has been losing share to others, samsung in the smartphone business. apple does support al market cap, talking about having a large numbers law against you. then two things happened this weekend that crystallized by concern about this company that i think is perfect and loved so much, all in a 24-hour period. my eldest daughter texted me to ask me if i knew anyone at apple because she hated the new version of i tunes. i said i didn't like it either. she texted back that none of her...
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Jan 30, 2013
01/13
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apple has real competition from samsung. with an android operating system with the visionaries from google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. it's no longer the only game in town. amazon's total addressable market if it can perfect same-day delivery, which it is going to do with all of these warehouses, is literally all of retail, everything, everything sold at costco, walmart, supermarket, department store, food store, hardware store around the globe. maybe one day selling houses and boats if u.p.s. can figure out a way to deliver them. the addressable market may be no longer than the personal computer and cell phone replacement segment. and many think in a few years, those ma
apple has real competition from samsung. with an android operating system with the visionaries from google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration....
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Jan 25, 2013
01/13
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CNBC
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and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most important call of the week. and it might be when you can start buying apple if it hasn't bottomed by then. not that i want you in it but people do keep asking me. and please understand that apple is going from growth stock to value stock and that's often an ugly journey. okay? there's clip joints along the road and a lot of speed traps you know, the with r5idar guns. thursday is a day made for "mad money." and we think lightning could strike, possibly more than once. we have said recently that three companies who are reporting today, dst, fortune, and manitowoc all should take action to bring out v
and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most...
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Jan 31, 2013
01/13
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. >> samsung -- >> it's all good. we want to run business applications so our customers take better care of their customers. so they can provision applications on the mobile, make their customers happy and we secure those devices and those transactions so our customers are best-run businesses. my thing is the knowledge company. >> okay. >> if you think about the cloud big data and mobile and knowing more about the end-to-end value chain on how to connect with that customer, than any other company in the world, that's the knowledge company. that's s.a.p. >> so the knowledge company even works in an atmosphere like europe where obviously your numbers are as if europe's doing well. what happens to your numbers if europe actually does well itself? >> they go even higher. i mean, we grew 13% in europe. we grew five times faster than our nearest competitor. we're taking share from everybody. and if you look at our competitors, why are they losing? >> jim, why are they losing? >> why are they losing? because the eye has to b
. >> samsung -- >> it's all good. we want to run business applications so our customers take better care of their customers. so they can provision applications on the mobile, make their customers happy and we secure those devices and those transactions so our customers are best-run businesses. my thing is the knowledge company. >> okay. >> if you think about the cloud big data and mobile and knowing more about the end-to-end value chain on how to connect with that...
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Jan 30, 2013
01/13
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CNBC
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call it lenovo, samsung. i think that's where the ultimate wave tackle takes the the beach. >> back with a lot more coverage of the 10 in just a moment. all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens. answers. i don't have to leave my desk and get up and go to the post office anymore. [ male announcer ] with stamps.com you can print real u.s. postage for all your letters and packages. i have exactly the amount of postage i need, the instant i need it. can you print only stamps? no... first class. priority mail. certified. international. and the mail man picks it up. i don't leave the shop anymore. [ male announcer ] get a 4 week trial plus $100 in extras including postage and a digital scale. go to stamps.com/tv and never go
call it lenovo, samsung. i think that's where the ultimate wave tackle takes the the beach. >> back with a lot more coverage of the 10 in just a moment. all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens....
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big news from samsung and apple, giant battle each other, samsung record profits, apple making a special iphone for china. talking about that coming up. to the big board down 46 points in early going tuesday morning. here is our company of the day, sandra smith is here, charles payne still here, nicole petallides on the floor of the stock exchange, yum brands, kfc and all down big. we want to know why. nicole: taco bell, yum brands has a slew of these retailers under their belts, fast food chains. this is really about china and same store sales numbers being disappointing. with that, the stock is down dramatically dropping 5%. stuart: you do badly in the china market or it looks bad in the china market and you are stuck with it. nicole: matt is their growth area, that is an area of strength for them. to have this revenue is good news. stuart: i want to bring in clayton morris at the consumer electronics show in las vegas. he has some pretty cool stuff. welcome back. i want to start with the cover for a smart phone. lot of people dropped them in water, people drop in the toilet, we know t
big news from samsung and apple, giant battle each other, samsung record profits, apple making a special iphone for china. talking about that coming up. to the big board down 46 points in early going tuesday morning. here is our company of the day, sandra smith is here, charles payne still here, nicole petallides on the floor of the stock exchange, yum brands, kfc and all down big. we want to know why. nicole: taco bell, yum brands has a slew of these retailers under their belts, fast food...
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Jan 26, 2013
01/13
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it is the big market for chips nowadays is not companies like ibm, for example, it's companies like samsung and cell phone makers. and when bad times hit the cell phones shut down and all of a sudden we used to ship 10 million units a quarter and we ship none. it's the whim of the consumer, not the whim. what the consumers do based on the economy feeds right on back to you very quickly. and you can't predict it. we don't know when the economy's going up or down, and we're the tail on the dog. we really get whipped around. >> what worries me here is -- couple worries. one, i always thought you ran a lean company. always. i've been proud of it in lean. then it turns out you're saying you've got a lot of fat and you're going to get rid of a lot of people. which is it? >> we've always been lean, and we're lean now. we are making some cuts that we have to make that are structural that we're getting rid of a division and we're basically loading the work of that division onto the other three division managers. but we're all going to work more hours. we weren't fat. i'm not going to say we're fat.
it is the big market for chips nowadays is not companies like ibm, for example, it's companies like samsung and cell phone makers. and when bad times hit the cell phones shut down and all of a sudden we used to ship 10 million units a quarter and we ship none. it's the whim of the consumer, not the whim. what the consumers do based on the economy feeds right on back to you very quickly. and you can't predict it. we don't know when the economy's going up or down, and we're the tail on the dog....
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Jan 25, 2013
01/13
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real demand, competition from other companies, gross margins, something made by a samsung, for heaven's sake. i thought they were like a steel company. the stock is reacting to how much money is being made on each item. the dreaded nitpick of gross margins. that mundane, nasty number that its inferiors, competitors are suddenly making superior product at least in the minds of some of the less savvy consumers out there, the superior. what must be really galling to apple is the fact these analysts actually think they need ammo to stay positive, ammo to do something as simple as breathing, which is to reiterate the buy ratings. i can see tim cook turning to his colleagues, genuinely puzzled, saying, it's as if we have to come up with something breakthrough, something dazzling for them beyond what's obvious, which is how great we are. but at some point, your company's products may face genuine competition. in many places on earth, other companies may be taking share, which is what's happening with that nasty little samsung phone. or you might have product lines in decline like the ipod, but
real demand, competition from other companies, gross margins, something made by a samsung, for heaven's sake. i thought they were like a steel company. the stock is reacting to how much money is being made on each item. the dreaded nitpick of gross margins. that mundane, nasty number that its inferiors, competitors are suddenly making superior product at least in the minds of some of the less savvy consumers out there, the superior. what must be really galling to apple is the fact these...
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Jan 18, 2013
01/13
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samsung is powerful. there's a very good article in the paper today how samsung is trying to outguess their specs. samsung is the best. the biggest and -- well, this story was the best. i love my iphone. i'm not going to change it. they're not going to get me to change. >> we can try. >> that's an endorsement. >> you will have to pry my cold dead hands off my iphone. >> really? >> do you use siri? >> i'm there for you. >> are you a snooze? do you hit the snooze button? >> yes. then it follows with you, and then you really wake up. >> you better get the heck up. i'll come to your house. i'll come to your house if you don't get up. >> wow. that's frightening. i'm getting up. >> what's amazing, there was no people, they were able to work on saturday. it was fantastic. i'm not irish, so i can't step in at all. >> there was one in ireland and israel? oh, i got it. >> israel was the -- >> they're trying to show me that the plants were open on saturdays. they were able to do the fab plant, for the new 486, witho
samsung is powerful. there's a very good article in the paper today how samsung is trying to outguess their specs. samsung is the best. the biggest and -- well, this story was the best. i love my iphone. i'm not going to change it. they're not going to get me to change. >> we can try. >> that's an endorsement. >> you will have to pry my cold dead hands off my iphone. >> really? >> do you use siri? >> i'm there for you. >> are you a snooze? do you hit...
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Jan 22, 2013
01/13
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in some ways, i think, melissa, others would argue, at&t and verizon versus apple and samsung, how much can we pull back some of the subsidy that goes into perhaps these margin numbers, what other things can we do to bring operating costs down as well. but there will be a read through to apple here. at least people will try to. perhaps a positive one -- >> that's what my take looks like. >> take caution there. don't read too much into it. nonetheless, that would be the take. >> we're going to get at&t this week. and apple. and maybe two other s&p companies. >> this is it. go to davos to avoid these -- oh, no, i'm here. >> ouch for those who go to davos. >> you were saying, jim, you were telling david before the show, you do not take this week off for a reason. >> you cannot take this week off. how do you do your job? this is it. will ray lewis take off super bowl week? i doubt it. look, i'll take the heat. i like ray. sorry. i like him. >> what a weekend of football. would you buy apple ahead of the earnings this week? >> i think it's fine. >> tempered enthusiasm. >> apple's fine. >> th
in some ways, i think, melissa, others would argue, at&t and verizon versus apple and samsung, how much can we pull back some of the subsidy that goes into perhaps these margin numbers, what other things can we do to bring operating costs down as well. but there will be a read through to apple here. at least people will try to. perhaps a positive one -- >> that's what my take looks like. >> take caution there. don't read too much into it. nonetheless, that would be the take....
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Jan 9, 2013
01/13
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you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to paris. it goes a lot faster than amtrak, just so you know. >> does it lose money every year? >> no apple iphones to be found. but you saw a lot of galaxiegal >> you know, i've got to tell you, apple, wow, what a powerful hurt it's being put on a lot of people. this was one of those stories that everybody owns, and now everybody's saying, what the heck. >> right. >> got to break some news here with mary thompson. i think she's back at headquarters, news on aig. >> as we all know, the company's board is meeting today. and evidently after this meeting, according to a source, representatives from
you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to...
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Jan 22, 2013
01/13
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they are probably using it as leverage against the samsung and hdcs to make sure they are delivering the right kinds of products that consumers want. >> one of the other questions is they have a bucket load of cash running into the billions of dollars, right, herb? the question is what are they going to buy next? >> i know what i think they should buy next and know what they should not buy next. rocky and i have talked about on what they should not buy next and where this comes up with is why people would think they would go out and buy a groupon is absolutely beyond me unless they could get it for next to nothing, virtually next to nothing. you agree with me on that one, rock me. >> even if you get it for next to nothing, there's 10 plus million people at group on. >> i think they should buy linkedin and the reason is because on the social media side linkedin is very grown up, and it's a very high quality, high demographic group of people. i've been writing there for the past week or two, stunned by the level of the quality of the comments and the type of people who are reading thei
they are probably using it as leverage against the samsung and hdcs to make sure they are delivering the right kinds of products that consumers want. >> one of the other questions is they have a bucket load of cash running into the billions of dollars, right, herb? the question is what are they going to buy next? >> i know what i think they should buy next and know what they should not buy next. rocky and i have talked about on what they should not buy next and where this comes up...
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Jan 25, 2013
01/13
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KTVU
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samsung says the popularity helped boost profits. galaxies outsold iphones for the fourth quarter in a row. it is the worst performing of all the asian markets so far this year. in contrast japan nikkei finished the year a three year high. checking in on the european markets all of them most of them are upright now. and our markets futures indicate a higher opening here in the u.s. as well. that follows decent gain for the dow jones up 46 points. s & p did cross 1500 yesterday. it might test that level today. >>> coming up. for the rebuilding process for hurricane sandy just starting in new jersey. homeowners want exactly what they had before may be in for a surprise. >>> good news for fans of star wars movie series. the new indications that episode seven may be in the works soon. >>> you can wake up with ktvu every morning. get the mornings top stories that developed while you were sleeping sent straight to your cell phone every weekday morning at 6:00 a.m.. text the word wakeup to 70123. ♪ using cloud computing and mobile technol
samsung says the popularity helped boost profits. galaxies outsold iphones for the fourth quarter in a row. it is the worst performing of all the asian markets so far this year. in contrast japan nikkei finished the year a three year high. checking in on the european markets all of them most of them are upright now. and our markets futures indicate a higher opening here in the u.s. as well. that follows decent gain for the dow jones up 46 points. s & p did cross 1500 yesterday. it might...
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Jan 14, 2013
01/13
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i think that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand, dividend that apple is paying. at the same time you can make that case for a lot of other tech stocks out there. they pay a dividend and yet the stocks don't move much anymore. and i'm thinking of like a microsoft, for instance. >> well, i was just reiterating what henry was saying. >> right. >> i feel that, again, there's a lot of things that are subtly wrong with apple. the new itune iteration is just hated. i don't know a soul who likes it. it's very clear that there are real issues involving the ipad mini and whether it's as exciting as it used t
i think that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand,...
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Jan 1, 2013
01/13
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WBAL
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>> samsung series 7, this is also gesture, nontouch. it is touch as well. this does a little bit of both. if you're looking for devices -- there are some different combinations, things you can do without touch, things you can do with touch. you don't want to get oil, vinegar all over your keyboard. wave at the computer. >> that's great. this is ingenious. we've been through superstorm sandy here. a lot of people lost power. this is a way to bring light into your life when there is no electricity. >> it's called luminaid. charge it in the sun for five hours. >> pouch that folds flat like this. >> waterproof. you blow it up and it looks like this. then basically to turn on the light it has two settings with this little power button. it will be hard to see maybe in the studio. you can see lights being generated from that. >> you store half a dozen of those and you blow them up at a time when you need them, you've got light in an entire room. >> you do. they're waterproof, puncture proof. two women, one from dartmouth, the other from columbia university came up
>> samsung series 7, this is also gesture, nontouch. it is touch as well. this does a little bit of both. if you're looking for devices -- there are some different combinations, things you can do without touch, things you can do with touch. you don't want to get oil, vinegar all over your keyboard. wave at the computer. >> that's great. this is ingenious. we've been through superstorm sandy here. a lot of people lost power. this is a way to bring light into your life when there is...
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Jan 28, 2013
01/13
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is this really a samsung story? >> it's samsung and android really, seeing developing markets, part of it is a bigger screen fephenomenon, tied to so manufacturers and samsung has been the biggest beneficiary of that trend. you look at iphone sales the last quarter looks like the u.s. and china are close to 45% of iphone shipments this last quarter bigger than where it's been. it suggests they are struggling outside of those markets. >> average selling prices, too, i heard from some carriers this quarter, people love their iphones but might not love them enough to pay more than they absolutely have to. >> this has been one of the big positives of the story some time. that strong iphone asp, average selling price. that still hung at $640 in the quarter, which is strong. the longer term, that's clearly a risk. there's a lot of clamor among investors for a lower priced iphone and what kind of margins and esp does that bring. that could be another story off-setting some long term positives. >> you're joining us on a wee
is this really a samsung story? >> it's samsung and android really, seeing developing markets, part of it is a bigger screen fephenomenon, tied to so manufacturers and samsung has been the biggest beneficiary of that trend. you look at iphone sales the last quarter looks like the u.s. and china are close to 45% of iphone shipments this last quarter bigger than where it's been. it suggests they are struggling outside of those markets. >> average selling prices, too, i heard from some...
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Jan 3, 2013
01/13
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CNNW
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do more with the new samsung galaxy note ii. for a limited time get two flipcovers for the price of one. exclusively at verizon. >>> we're back now with our all-star panel. guys, there was news today in the news business, all of a sudden we learn that al jazeera is purchasing current tv, a statement from al gore, the former vice president, one of the owners of current tv, and joel hyatt, saying this, "we are proud and pleased that al jazeera, the award-winning international news organization, has bought current tv. since its founding in 2005, current has grown into a national network available in nearly 60 million homes offering thought-provoking commentary and emmy and peabody award-winning programming. current media was built based on a few key goals, to give voice to those who are not typically heard, to speak truth to power, to provide independent and diverse points of view, and to tell the stories that no one else is telling. al jazeera has the same goals and like current believes that facts and truth lead to a better under
do more with the new samsung galaxy note ii. for a limited time get two flipcovers for the price of one. exclusively at verizon. >>> we're back now with our all-star panel. guys, there was news today in the news business, all of a sudden we learn that al jazeera is purchasing current tv, a statement from al gore, the former vice president, one of the owners of current tv, and joel hyatt, saying this, "we are proud and pleased that al jazeera, the award-winning international news...
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Jan 15, 2013
01/13
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CNBC
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. >> the competitor samsung, i keep thinking about the european trip, and you saw samsung there. >> i did. i got a lot of tweets on that, too, saying, you know, come on. >> you're breaking -- >> they have iphones over there, too. >> on "usa today," in front of the business section, all about apple losing their cool again. samsung, meantime, crossing in the 100 million unit mark in the galaxy. >> do you also throw out the suppliers with this, with the momentum downward? do you throw out the names like broadcom and qualcomm, which is both on android and apple? if apple is losing handsets to samsung, broadcom would pick that up. >> everything's so tainted. qualcomm, 4g, 5g, doesn't matter, you're going to need their chips. arm holdings downgraded today. the apple complex, which was so great when momentum was terrific, is, of course, in reverse momentum. i think people don't know what to do. there's a lot of people who came in to apple between 500 and 700, because i think many things seem like they're going great. and they don't know what to do, other than criticize people who wonder whet
. >> the competitor samsung, i keep thinking about the european trip, and you saw samsung there. >> i did. i got a lot of tweets on that, too, saying, you know, come on. >> you're breaking -- >> they have iphones over there, too. >> on "usa today," in front of the business section, all about apple losing their cool again. samsung, meantime, crossing in the 100 million unit mark in the galaxy. >> do you also throw out the suppliers with this, with...
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Jan 16, 2013
01/13
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google's android and samsung are very formidable competitors. this is going to continue to happen. we'll see margins deteriorate at some point. that's the debate. when do you see those margins start to fall off. we don't think that's right now. >> we've seen it, channing. we've seen it. margins have peaked with the iphone 3gps. it's a decline we've seen for months and months. it sounds like your sentiment has also changed. even if it's just the margins, at what valuation do you think apple should be trading right now? it's not the valuation it was trading at when it was $700, according to what you're saying. >> the valuation is extremely cheap. we're trading at ten times. take the cash out at 7. keep in mind, the earnings growth should be close to 20%. compare that to any tech company in the technology sector, or overall market and there's a big disconnect. we think the earnings growth trajectory for apple is extremely attractive. we think they can at least grow at 15. but the stock needs to trade much higher. we think it will. we disagree with you on the gross margins. we've seen
google's android and samsung are very formidable competitors. this is going to continue to happen. we'll see margins deteriorate at some point. that's the debate. when do you see those margins start to fall off. we don't think that's right now. >> we've seen it, channing. we've seen it. margins have peaked with the iphone 3gps. it's a decline we've seen for months and months. it sounds like your sentiment has also changed. even if it's just the margins, at what valuation do you think...
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Jan 11, 2013
01/13
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i keep coming back to, samsung has the hot one. arm holdings, they're in apple. people are saying, look, i can't take apple anymore. now, remember, it is at 520. >> and maybe inside of apple you play like qualcomm, which gets into device, not just an apple device. qualcomm is estimated there's about $4 to $5 of content in every iphone, and that is about the same as samsung. that's the ultimate -- >> i went out and saved money with qualcomm. scott mcgregor's got it down. it's in everything. amen, qualcomm. >> still in the smartphone space, r.i.m. having what is like almost an echo of past headlines. that is more trouble with service in the middle east. i think asia -- no, middle east -- >> africa. >> -- africa, yeah. >> and indonesia. that's where they're headquartered, isn't it? >> big population there. >> another downgrade today. it's really -- the new iteration is apparently not taking the world by storm, right? you switched. everybody switched. >> i switched. >> you switched, right? growing work horses here, this is the bmo. the stock, people didn't like the l
i keep coming back to, samsung has the hot one. arm holdings, they're in apple. people are saying, look, i can't take apple anymore. now, remember, it is at 520. >> and maybe inside of apple you play like qualcomm, which gets into device, not just an apple device. qualcomm is estimated there's about $4 to $5 of content in every iphone, and that is about the same as samsung. that's the ultimate -- >> i went out and saved money with qualcomm. scott mcgregor's got it down. it's in...
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Jan 2, 2013
01/13
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the only companies that make any money are apple and samsung. microsoft, sony and google's own motorola, are they stepping up this year? >> they have to step up. otherwise there might not be anything left in the market for them to take next year. if you look at when steve jobs introduced first iphone, in 2007, he said we think we're five years ahead of the competition. now it is five years later and the entire market has changed. the era of the pc, the desktop pc you have at home, even the laptop computer has really changed people's usage moves to smartphones and tablets and other mobile devices. because apple and samsung are the only companies making serious money in those arenas, they're in control of the market, how the market looks. so microsoft has been furiously racing to catch up. windows 8 has changed, designed for pcs with touch screens. they have windows rt on their own surface tablet. relaunched windows phone 8. and those have to pay off for microsoft this year so it can become a player in the race on par with apple and samsung mobile
the only companies that make any money are apple and samsung. microsoft, sony and google's own motorola, are they stepping up this year? >> they have to step up. otherwise there might not be anything left in the market for them to take next year. if you look at when steve jobs introduced first iphone, in 2007, he said we think we're five years ahead of the competition. now it is five years later and the entire market has changed. the era of the pc, the desktop pc you have at home, even...
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Jan 5, 2013
01/13
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CNNW
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do more with the new samsung galaxy note ii. for a limited time get two flipcovers for the price of one. exclusively at verizon. it's part of what you slove about her.essing. but your erectile dysfunction - you know, that could be a question of blood flow. cialis tadalafil for daily use helps you be ready anytime the moment's right. you can be more confident in your ability to be ready. and the same cialis is the only daily ed tablet approved to treat ed and symptoms of bph, like needing to go frequently or urgently. tell your doctor about all your medical conditions and medications, and ask if your heart is healthy enough for sexual activity. do not take cialis if you take nitrates for chest pain, as this may cause an unsafe drop in blood pressure. do not drink alcohol in excess with cialis. side effects may include headache, upset stomach, delayed backache or muscle ache. to avoid long-term injury, seek immediate medical help for an erection lasting more than four hours. if you have any sudden decrease or loss in hearing or vi
do more with the new samsung galaxy note ii. for a limited time get two flipcovers for the price of one. exclusively at verizon. it's part of what you slove about her.essing. but your erectile dysfunction - you know, that could be a question of blood flow. cialis tadalafil for daily use helps you be ready anytime the moment's right. you can be more confident in your ability to be ready. and the same cialis is the only daily ed tablet approved to treat ed and symptoms of bph, like needing to go...
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Jan 8, 2013
01/13
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CNBC
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when i see samsung reporting, and i talk to people and say, the samsung device outside of the united states is much larger. >> they sold 62 million smartphones in the quarter. apple sold 45 million iphone 5s. they benefited from the supply issues when the iphone 5 launched. >> 500 handsets a second from samsung. the galaxy is now the best selling smart foun, surpassing the 5 and 4-s. >> the mini ipad moving things a little bit. is there something that they have that no one's dreamed of? you go back and look at what they've developed. periodically they've developed what steve jobs used to say is, not what you want in the sense that, well, i'm looking for a better -- but something you never thought about that you suddenly just can't believe you can't live without. i think they've got to come up with something. they've got to come up with something that you can't live without that you don't know about. >> and they'll be able to do that without steve jobs? not just embracing something, but pushing the people behind it to actually make it a reality? >> tim cook, according to the interview
when i see samsung reporting, and i talk to people and say, the samsung device outside of the united states is much larger. >> they sold 62 million smartphones in the quarter. apple sold 45 million iphone 5s. they benefited from the supply issues when the iphone 5 launched. >> 500 handsets a second from samsung. the galaxy is now the best selling smart foun, surpassing the 5 and 4-s. >> the mini ipad moving things a little bit. is there something that they have that no one's...
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Jan 8, 2013
01/13
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about 70% of samsung's profit comes from its mobile division. that's where it recently overtook apple in smartphones there. also u.s. regulators want those nice, quiet, hybrid vehicles to make a little noise. that's according to the national highway traffic safety administration. those cars don't make enough noise which presents a danger to pedestrians and cyclists. the proposed rule would require noise when the vehicles travel under 18 miles an hour. >>> and the greek prime minister is meeting with german chancellor angela merkel this morning. he's in berlin to update german officials on recent progress, battling its debt problems. he told reporters that his country is delivering on his promises. >> and the nfib's latest read on the economy and small business is out. senior economics reporter steve liesman joins us with the details and a special guest. >> thanks very much, andrew. following the second biggest decline in the history of the nfib survey the small business optimism gaining a scant, wait for it, half a point in december. the decline
about 70% of samsung's profit comes from its mobile division. that's where it recently overtook apple in smartphones there. also u.s. regulators want those nice, quiet, hybrid vehicles to make a little noise. that's according to the national highway traffic safety administration. those cars don't make enough noise which presents a danger to pedestrians and cyclists. the proposed rule would require noise when the vehicles travel under 18 miles an hour. >>> and the greek prime minister...
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Jan 10, 2013
01/13
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KPIX
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it's expected that samsung this year will sell about 100 million more smartphones than apple on a global basis. >> stock market getting off to a solid start after a winning session yesterday thanks to a decent start to the fourth quarter earnings season. the dow is now up by 44, nasdaq gaining 17. s&p higher by 6 points. nice day for apple at the start. it's up by 1%. frank and michelle, back to you. >>> the tosca cafe got an angel in san francisco. two time academy winner sean penn stepped in. tosca has been around for 92iers but the owner had a lot of trouble paying rent. he was evicted. when penn heard it was going under, he got a group behind three new york restaurants to sign a 10-year lease on the property. >> it's neat that there's -- you know, there's a community out there that can help save this bar. it's rooted here for so long. >> tosca will be closing though for some renovations after the liquor license transfers and it's expected to reopen within the next few months. michelin star chef april bloomfield will be the new exec tv chef at tosca. >>> steven spielberg's movie "linc
it's expected that samsung this year will sell about 100 million more smartphones than apple on a global basis. >> stock market getting off to a solid start after a winning session yesterday thanks to a decent start to the fourth quarter earnings season. the dow is now up by 44, nasdaq gaining 17. s&p higher by 6 points. nice day for apple at the start. it's up by 1%. frank and michelle, back to you. >>> the tosca cafe got an angel in san francisco. two time academy winner...
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Jan 31, 2013
01/13
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what more could the man have done realistically against samsung sand apple? anything could have done yesterday to have held that stock up? >> to be very fair, you were right, he was dealt a very difficult hand when he stepped into this role. he has been -- he has done what he could with a very bad lot. however, however, i think the market is against him. you mention $70,000 apps, simon, but there are some that are missing and it becomes a chicken and egg type thing, people will come to them only if certain apps are there and if -- if those apps -- if people come, the apps probably will come. necessary a very tough position and i think he's done the best co-with a very difficult hand. >> last question, you know, some argue that maybe their best foot forward would have been to put the keyboard -- the q up first. targeting the people waiting for a new keyboard device for a while would that have mattered? >> i think there is blackberry loyalists do stay for the keyboard alone. there is something to be said for that, but that is coming likely in april. it is what
what more could the man have done realistically against samsung sand apple? anything could have done yesterday to have held that stock up? >> to be very fair, you were right, he was dealt a very difficult hand when he stepped into this role. he has been -- he has done what he could with a very bad lot. however, however, i think the market is against him. you mention $70,000 apps, simon, but there are some that are missing and it becomes a chicken and egg type thing, people will come to...
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Jan 28, 2013
01/13
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WBAL
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a samsung galaxy s ll with unlimited everything just $45 a month. straight talk wireless. only at walmart. for their annual football trip. that's double miles you can actually use. tragically, their buddy got sacked by blackouts. but it's our tradition! that's roughing the card holder. but with the capital one venture card you get double miles you can actually use. [ cheering ] any flight, anytime. the scoreboard doesn't lie. what's in your wallet? hut! i have me on my fantasy team. i took something for my sinuses, but i still have this cough. [ male announcer ] a lot of sinus products don't treat cough. they don't? [ male announcer ] nope, but alka seltzer plus severe sinus does it treats your worst sinus symptoms, plus that annoying cough. [ breathes deeply ] ♪ oh, what a relief it is! [ angry gibberish ] >> announcer: "today's" travel is brought to you by venture capital one card. what's in your wallet? >>> kate, welcome back. good to see you. >> good to see you. >> 21 million people wun went on cruises last year and more expected this year. >> yes. your include, bemp
a samsung galaxy s ll with unlimited everything just $45 a month. straight talk wireless. only at walmart. for their annual football trip. that's double miles you can actually use. tragically, their buddy got sacked by blackouts. but it's our tradition! that's roughing the card holder. but with the capital one venture card you get double miles you can actually use. [ cheering ] any flight, anytime. the scoreboard doesn't lie. what's in your wallet? hut! i have me on my fantasy team. i took...
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Jan 25, 2013
01/13
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FBC
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remember, they were down 12% yesterday and disappointing earnings report and samsung reporting a record profit today. so, where is apple? $450 a share, barely budging after a 12% drop yesterday. now, move on to look at boeing. u.s. safety regulators say they're nowhere near finishing the investigation into that battery fire on the dreamliner, and it's still grounded, but boeing is holding. and i'm not going to call it a door stopper stock, it's holding at 75. back to nicole, tell me what's going on with starbucks. >> i was trying to see how much i paid for these things now, too. okay, here is the point. the point is, starbucks people, in america, in asia, the higher traffic, higher sales, offset any costs that starbucks faces and they come out with profits, and it's up 4 1/2% and looking to see how much i'm paying, 2.50. and this drink was like 5 1/2 bucks. stuart: okay. >> and just, this is what i'm saying, they're so expensive, for people go, people go. stuart: it's so expensive, but you keep on going, don't you. >> yeah, i like the chocolate, i like the caffeine, helps me get through
remember, they were down 12% yesterday and disappointing earnings report and samsung reporting a record profit today. so, where is apple? $450 a share, barely budging after a 12% drop yesterday. now, move on to look at boeing. u.s. safety regulators say they're nowhere near finishing the investigation into that battery fire on the dreamliner, and it's still grounded, but boeing is holding. and i'm not going to call it a door stopper stock, it's holding at 75. back to nicole, tell me what's...
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Jan 7, 2013
01/13
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CNBC
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real quick, samsung? i read that they may have, at least the gossip is, they may have a screen that won't break? it's a flexible screen? i'm excited if this is true. >> yes, so samsung has a huge product announcement and a lot of innovations. they're going to be showing off flexible displays. small and large, so smart phone and tv. but they're going to have a brand new product and i think that will be probably the most applicable thing to the earnings on samsung over the next year or two because it will go to market. >> brian white, thank you for w joining us this morning. >> coming up, several stocks on the move this morning. we'll check in with jim cramer at the new york stock exchange. that's nextment ♪ ♪ ♪ [ male announcer ] don't just reject convention. drown it out. introducing the all-new 2013 lexus ls f sport. an entirely new pursuit. [ male announcer ] how do you make 70,000 trades a second... ♪ reach one customer at a time? ♪ or help doctors turn billions of bytes of shared information
real quick, samsung? i read that they may have, at least the gossip is, they may have a screen that won't break? it's a flexible screen? i'm excited if this is true. >> yes, so samsung has a huge product announcement and a lot of innovations. they're going to be showing off flexible displays. small and large, so smart phone and tv. but they're going to have a brand new product and i think that will be probably the most applicable thing to the earnings on samsung over the next year or two...
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Jan 27, 2013
01/13
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CSPAN
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one of the companies we assisted with samsung. gobiz convinced samsung to place their research and development here in california. we also leveled the field of internet sales taxes, paving the way for over 1000 new jobs. this year we should change the job hiring credit. we also need to rethink and streamline regulatory procedures tweet particularly beef environmental policy act. -- regulatory procedures. particularly the environmental policy act. [applause] host: gov. jerry brown of california. what is the big headline out of california? guest: the headline is definitely the improved situation. what california is the improved major tax increases -- they approved major tax increases which helped them deal with the immediate problems. as you see there are questions about how ambitious california can or should be in the year ahead. governor brown definitely has a major plans including a high- speed rail system from northern california to southern california. that is good to take a lot of money and a lot of years to build. he has also
one of the companies we assisted with samsung. gobiz convinced samsung to place their research and development here in california. we also leveled the field of internet sales taxes, paving the way for over 1000 new jobs. this year we should change the job hiring credit. we also need to rethink and streamline regulatory procedures tweet particularly beef environmental policy act. -- regulatory procedures. particularly the environmental policy act. [applause] host: gov. jerry brown of california....
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Jan 29, 2013
01/13
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. >> i've seen samsung is coming up a little bit but everybody still has an iphone. some sort of iphone. >> i think there's a lot of competition but i think apple probably still has an edge. >> a lot of the other phones are just, i don't know, more hype than anything. >> verizon buys data. that's about all i hear. >> do you think apple is losing its cool? >> yeah. i feel that way especially with the new iphone 5. >> why? >> because the new software is not as good as the old one. >> apple is extremely expensive especially with their data plan so if people are offering pretty much the same service for less people will go for that. >> my fiance has the glaxy and loves that as well so we kind of compete back and forth with each other. >> who's winning? >> he thinks he is. >> a couple of my friends are having samsung galaxy and starting to not like apple and have the samsung galaxy but again, me personally, the iphone sounds good. >> you want to say i have an iphone. >> yeah. >> you don't want to say i have a galaxy. >> here we go. yeah. >> all right. so still some cache.
. >> i've seen samsung is coming up a little bit but everybody still has an iphone. some sort of iphone. >> i think there's a lot of competition but i think apple probably still has an edge. >> a lot of the other phones are just, i don't know, more hype than anything. >> verizon buys data. that's about all i hear. >> do you think apple is losing its cool? >> yeah. i feel that way especially with the new iphone 5. >> why? >> because the new...
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we replaced joe's smart phone with a samsung galaxy ii from straight talk wireless. he'll get the same great nationwide coverage for half the cost. let's see if he notices. everyone noticed. joe saved $950 a year. enough to buy some sweet mother of glory pyrotechnics. rock on, abigail. rock on. same phones, same networks. half the cost. a samsung galaxy s ll with unlimited everything just $45 a month. straight talk wireless. only at walmart. the affordable care act meanses big changes this year...ected. when you file your taxes. i read the whole 900 pages. it literally took me weeks. i will give you a tax and health care review. i know the law. i have the solution... and i can help you figure it out. we're going to see this through together. i took theraflu, but i still have this cough. [ male announcer ] truth is theraflu doesn't treat your cough. what? [ male announcer ] alka-seltzer plus severe cold and flu fights your worst flu symptoms, plus that cough. [ sighs ] thanks!... [ male announcer ] you're welcome. that's the cold truth! nah, i'm good. ♪ [ male annou
we replaced joe's smart phone with a samsung galaxy ii from straight talk wireless. he'll get the same great nationwide coverage for half the cost. let's see if he notices. everyone noticed. joe saved $950 a year. enough to buy some sweet mother of glory pyrotechnics. rock on, abigail. rock on. same phones, same networks. half the cost. a samsung galaxy s ll with unlimited everything just $45 a month. straight talk wireless. only at walmart. the affordable care act meanses big changes this...
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Jan 2, 2013
01/13
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CNNW
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do more with the new samsung galaxy note ii. for a limited time get two flipcovers for the price of one. exclusively at verizon. i need you. i feel so alone. but you're not alone. i knew you'd come. like i could stay away. you know i can't do this without you. you'll never have to. you're always there for me. shh! i'll get you a rental car. i could also use an umbrella. fall in love with progressive's claims service. second hour. >>> one year since the departure of u.s. troops and the official end of the iraq war. since then violence in the region has continued. just last year's celebratory tone replaced this year by a more sober one. we asked what some iraqis think has changed since u.s. troops left and what the future looks like for them. here's what they said. >> translator: a year since the american withdrawal, there have been many changes that the iraqi people feel freer and more relaxed. >> the iraqi troops are here in the city. nothing has changed. only the nationality has changed. >> translator: my message it to american
do more with the new samsung galaxy note ii. for a limited time get two flipcovers for the price of one. exclusively at verizon. i need you. i feel so alone. but you're not alone. i knew you'd come. like i could stay away. you know i can't do this without you. you'll never have to. you're always there for me. shh! i'll get you a rental car. i could also use an umbrella. fall in love with progressive's claims service. second hour. >>> one year since the departure of u.s. troops and the...
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Jan 9, 2013
01/13
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KRON
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samsung has a new wireless one out. we are still waiting for that apple tb to come out. >> isn't a rumor that apple is working on a cheaper iphone? >> i think a lot of companies send out a trial board a. this is a low-cost iphone that will help apple were they're losing sales in china. steve jobs never sacrificed margin for profit. if apple gets a new buyers they will. they may have a plastic case and then they will have to change their manufacturing. this is one losers. >> gangnam style's psy just send a superbowl an ad for wonderful pistachios. this company is trying to get a free plug. he will wear a green suit and you will see him during the super bowl. he is a tiny tim and his becoming a joke! i don't know of pistachios should be identified with him. >> even though the stalled semi truck has been cleared the traffic continues to back up. there was a report that a another accident may have formed. if this is so that is just a very light one. the back up on 101 might beat the backup at guadalupe. here is a bridge che
samsung has a new wireless one out. we are still waiting for that apple tb to come out. >> isn't a rumor that apple is working on a cheaper iphone? >> i think a lot of companies send out a trial board a. this is a low-cost iphone that will help apple were they're losing sales in china. steve jobs never sacrificed margin for profit. if apple gets a new buyers they will. they may have a plastic case and then they will have to change their manufacturing. this is one losers. >>...
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Jan 9, 2013
01/13
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and the legislature announced the global 450 research and manufacturing con toshyum of intell, ibm, samsung and global foundries. they would invest in new york to create the next generation of computer chips. and just yesterday the governor announced an additional investment of $2 billion u.s. dollars to build a technology center that will create 1,000 new jobs. [applause] these five global semiconductor leaders, these are my customers. i want to be near them and they've come to new york. with the state's new approach, new york is the right move for us too. and then i became a believer. that's why we are relocating the line's share of our operations, all of our marketing, manufacturing and headquarters to new york from arizona. [applause] we are even moving our testing lab from china to new york. [applause] we will not only manufacture our product lines, we will work to gain access to a pipeline of future employees. value tech is not receiving any loans or grants or tax credits. [applause] we are getting an environment where business can grow, an environment that has been created by all of
and the legislature announced the global 450 research and manufacturing con toshyum of intell, ibm, samsung and global foundries. they would invest in new york to create the next generation of computer chips. and just yesterday the governor announced an additional investment of $2 billion u.s. dollars to build a technology center that will create 1,000 new jobs. [applause] these five global semiconductor leaders, these are my customers. i want to be near them and they've come to new york. with...